To enable your TrueGivers and Raiser's Edge NXT integration, you'll need:
- Active Raiser's Edge NXT Account
- Sign Up for a TrueGivers Account
- Valid API Key
- Ability to Add Customizations
- Purchase Credits
Active Raiser's Edge NXT Account
In order to participate in the TrueGivers and Raiser's Edge NXT integration, you must be an active user of Raiser's Edge NXT. If you are not an active user, you can sign up for a demonstration: Sign up for Raiser's Edge NXT.
Sign Up for a TrueGivers Account
In order to participate in the TrueGivers and Raiser's Edge NXT integration, you must have an active TrueGivers account. Don't worry! You will sign up for a TrueGivers account during registration.
Valid API Key
If you need help finding any of this information, please check out our training page: Raiser's Edge NXT- Training. On the Raiser's Edge NXT - Training page, you'll learn how to set up your Raiser's Edge NXT system with an API key.
Ability to Add Customizations
Each CRM has their own ability for you to create customizations to their user profiles. In Raiser's Edge NXT, custom fields are fields that are not default Raiser's Edge NXT fields.
If you need help creating your customizations, please check out our training page: Raiser's Edge NXT- Training. On the Raiser's Edge NXT - Training page, you'll learn how to add each part of the customization to your Raiser's Edge NXT Account.
|
Group
|
Field Name
|
Display Type
|
Data Type
|
Field Option
|
Code
|
|---|---|---|---|---|---|
| TrueGivers Address Details | Address Status | Drop Down | Valid Invalid Multi-Matched |
V N M |
|
| TrueGivers Address Details | Vacant | Drop Down | Vacant Occupied |
Y N |
|
| TrueGivers Address Details | Move Date | One-Line Text | Date | ||
| TrueGivers Deceased Flag | Deceased Type | Drop Down | Individual Household |
I H |
|
| TrueGivers Deceased Flag | Deceased Date | One-Line Text | Date | ||
| TrueGivers Deceased Flag | Deceased Link | One-Line Text | |||
| TrueGivers Demographics | Date of Birth | One-Line Text | Date | ||
| TrueGivers Demographics | Business Owner | Drop Down | Accountant Builder Contractor Dealer/Retailer/Storekeeper Distributor/Wholesaler Funeral Director Maker/Manufacturer Owner Partner Self-Employed |
A B C D E F M O P S |
|
| TrueGivers Demographics | Home Owner | Drop Down | Homeowner Renter |
Y N |
|
| TrueGivers Demographics | Net Worth Decile | Drop Down | Less than or equal to $0 $1 - $9,999 $10,000 - $24,999 $25,000 - $49,999 $50,000 - $99,999 $100,000 - $249,999 $250,000 - $499,999 $500,000 - $999,999 $1,000,000 - $1,999,999 $2,000,000 + |
1 2 3 4 5 6 7 8 9 10 |
|
| TrueGivers Demographics | Market Value Range | Drop Down | $0 - $49,999 $50,000 - $99,999 $100,000 - $149,999 $150,000 - $199,999 $200,000 - $249,999 $250,000 - $299,999 $300,000 - $399,999 $400,000 - $499,999 $500,000 - $749,999 $750,000 - $999,999 $1,000,000 Plus |
1 2 3 4 5 6 7 8 9 10 11 |
|
| TrueGivers Demographics | Income Decile | Drop Down | Less than or equal to $39,999 $40,000 - $69,999 $70,000 - $99,999 $100,000 - $129,999 $130,000 - $174,999 $175,000 - $249,999 $250,000 - $399,999 $400,000 - $749,999 $750,000 - $999,999 $1,000,000 + |
1 2 3 4 5 6 7 8 9 10 |
|
| TrueGivers Demographics | Religion | Drop Down | Buddhist Catholic Hindu Muslim Jewish Other Asian Religions Lutheran Mormon Eastern Orthodox Protestant |
1 2 3 4 5 6 7 8 9 10 |
|
| TrueGivers Demographics | Heritage | Drop Down | African American East Asian South Asian Central Asian Mediterranean Native American Polynesian Middle Eastern Western European Eastern European |
1 2 3 4 5 6 7 8 9 10 |
Purchase Credits
In order to process your records, TrueGivers requires that you purchase credits. We use credits to streamline the purchasing process. Read more about pricing here: Raiser's Edge NXT - Pricing.
Are you an existing Raiser's Edge NXT customer?
Register to start your integration between TrueGivers and Raiser's Edge NXT, and keep your database updated automatically!
Not a Raiser's Edge NXT User? Sign up today!
Learn more about getting started with Raiser's Edge NXT.